Purchases and Sales Made in Q3 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q3 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-32- 0.63% |
$4.67K - $5.03K
|
5.02K
$806K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-32- 0.01% |
$4.67K - $5.03K
|
287K
$46.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-33- 1.46% |
$4.81K - $5.18K
|
2.23K
$358K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.09% |
$4.81K - $5.18K
|
2.99K
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-34- 0.72% |
$4.96K - $5.34K
|
4.7K
$754K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-34- 0.18% |
$4.96K - $5.34K
|
19.3K
$3.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-34- 0.48% |
$4.96K - $5.34K
|
7.01K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-34- 0.81% |
$4.96K - $5.34K
|
4.15K
$667K
|
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-35- 0.31% |
$5.11K - $5.5K
|
11.1K
$1.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-35- 0.38% |
$5.11K - $5.5K
|
9.11K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-35- 1.42% |
$5.11K - $5.5K
|
2.43K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-35- 0.15% |
$5.11K - $5.5K
|
23.1K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-35- 0.99% |
$5.11K - $5.5K
|
3.5K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-35- 0.05% |
$5.11K - $5.5K
|
68.9K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-35- 1.05% |
$5.11K - $5.5K
|
3.29K
$529K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-37- 0.12% |
$5.4K - $5.81K
|
30.6K
$4.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-37- 1.39% |
$5.4K - $5.81K
|
2.62K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-37- 0.24% |
$5.4K - $5.81K
|
15.5K
$2.49M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-37- 0.28% |
$5.4K - $5.81K
|
13.1K
$2.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-37- 0.29% |
$5.4K - $5.81K
|
12.6K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-39- 0.11% |
$5.69K - $6.13K
|
35.9K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-39- 0.11% |
$5.69K - $6.13K
|
36.7K
$5.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-40- 1.11% |
$5.83K - $6.28K
|
3.56K
$571K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-40- 0.35% |
$5.83K - $6.28K
|
11.5K
$1.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-41- 1.96% |
$5.98K - $6.44K
|
2.05K
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-42- 0.18% |
$6.13K - $6.6K
|
23.6K
$3.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-42- 1.0% |
$6.13K - $6.6K
|
4.16K
$668K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-43- 0.42% |
$6.27K - $6.75K
|
10.2K
$1.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-43- 0.96% |
$6.27K - $6.75K
|
4.43K
$711K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-43- 0.61% |
$6.27K - $6.75K
|
6.98K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-43- 0.3% |
$6.27K - $6.75K
|
14.1K
$2.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.9% |
$6.27K - $6.75K
|
2.22K
$357K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-43- 2.13% |
$6.27K - $6.75K
|
1.98K
$318K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-43- 1.15% |
$6.27K - $6.75K
|
3.69K
$593K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-44- 0.23% |
$6.42K - $6.91K
|
18.7K
$3M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-44- 0.16% |
$6.42K - $6.91K
|
28.2K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-44- 0.82% |
$6.42K - $6.91K
|
5.31K
$852K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-44- 2.33% |
$6.42K - $6.91K
|
1.84K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-45- 0.44% |
$6.56K - $7.07K
|
10.1K
$1.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-45- 0.91% |
$6.56K - $7.07K
|
4.92K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-45- 1.02% |
$6.56K - $7.07K
|
4.35K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-46- 0.57% |
$6.71K - $7.23K
|
8.05K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 64.38% |
$6.86K - $7.38K
|
26
$4.18K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-47- 1.89% |
$6.86K - $7.38K
|
2.44K
$393K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-47- 1.89% |
$6.86K - $7.38K
|
2.44K
$391K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-48- 0.3% |
$7K - $7.54K
|
16.2K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 0.23% |
$7.29K - $7.85K
|
22.1K
$3.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.23% |
$7.29K - $7.85K
|
22K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-50- 0.41% |
$7.29K - $7.85K
|
12.1K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-50- 0.92% |
$7.29K - $7.85K
|
5.36K
$861K
|